Relationship Manager - Wealth Management

  • icon job experience 7 - 13 Years
  • icon job opening 5 Openings
  • icon salary Not Disclosed
  • icon job location Bangalore
  • Face-to-Face interview Face-to-Face interview
Key Skills

Sound in Financial Domain Financial Relationship Manager Banking Manager Finance Manager

Job Description

Client: An independent full service investment bank

Domain: Banking / Financial Services

Salary: Not a constraint for the right candidate

Client: An independent full service investment bank

JOB DESCRIPTION

• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

• Answer clients' questions about the purposes and details of financial plans and strategies.

• Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

• Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

• Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

• Manage client portfolios, keeping client plans up-to-date.

• Contact clients periodically to determine any changes in their financial status.

• Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections.

• Explain to clients the personal financial advisor's responsibilities and the types of services to be provided.

• Investigate available investment opportunities to determine compatibility with client financial plans.

• Guide clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.

• Monitor financial market trends to ensure that client
  • Experience

    7 - 13 Years

  • No. of Openings

    5

  • Education

    B.Com, M.B.A/PGDM

  • Role

    Financial Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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